Complimentary White Paper and FAQ

Investors are seeking alternatives to traditional investments, and they expect their advisors to be in the know. Are you prepared to offer innovative solutions and explain the options available through a self-directed retirement account? This white paper will focus on the number one asset for self-directed investors: real estate.

After reading this white paper, you will:

  • Know which retirement accounts are available to real estate investors.
  • Grasp what real estate IRA investors are looking for and why.
  • Understand the Real Estate IRA transaction process (case study provided).
  • Distinguish opportunities to expand your business and build your client base.


BONUS: We’ve included frequently asked questions from self-directed investors.


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